Investing Fundamentals and Products

Investing Fundamentals and Products

$35 – 4 CPE Credits

Feel free to browse, but you need to purchase this Course for any CPE credit.


Please Read through the following before beginning:

1. Click “Begin CPE Course.”
2. You will be redirected to PayPal to pay for your CPE Course.
3. On your receipt, look on the bottom and find, ” Click Here to Navigate to Course.”
4. The Course you purchased is now unlocked. Read the Articles to Unlock the Quiz.
5. If you have read the articles in the magazine, please click through each lesson to access the Quiz.
6. Once you have completed the Quiz, with a passing score, you will be able to print your Certificate.
7. All certificates will be available under the “My Profile” Tab to Print at a later date.
8. If you have any Questions, contact us at 1-888-610-1144


The following are topics covered by this CPE quiz:

Introduce the preparations such as setting goals and objectives that are needed before reaching any decisions.

Describe the security markets that will be used to purchase the securities that are going to be a part of your portfolio.

Present the various risks that are always a part of investing and how to measure those risks.  Measures of performance are also addressed.

Present and explain the main fixed investment vehicles that are available to be included in your portfolio.

Describe the main equity investment vehicles that are available to be included in your portfolio.

Highlight the decisions to be made in determining your specific portfolio and then the management of it over time.

Begin CPE Course